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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,484 | $183,516-25.6% | $155,534-12.2% | $145,884-6.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.05% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $14,316 | $5,315+169.4% | $4,675+206.2% | $4,662+207.1% |
| Participant deferral / active EE | $11,354 | $6,467+75.6% | $5,630+101.7% | $6,690+69.7% |
| Admin fee / account holder | $1,047 | $19,293-94.6% | $15,900-93.4% | $13,392-92.2% |